See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,281,149 | $159,602+702.7% | $150,045+753.8% | $142,382+799.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.63% | 70.24%-60.6pp | 62.55%-52.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $20,500 | $4,961+313.3% | $4,693+336.8% | $4,299+376.8% |
| Participant deferral / active EE | $11,183 | $8,310+34.6% | $7,997+39.8% | $6,507+71.9% |
| Admin fee / account holder | $140 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |